News & Media

Changes to superannuation are almost here – don’t keep your head in the sand

8 May 2017

Publication: Adviser Voice Date: 08 May 2017 Changes to superannuation are almost here – don’t keep your head in the sand It’s time to seriously consider tax-effective options outside of super. According to Neil Rogan, General Manager of Investment Bonds for Centuria, time is running out for Australians likely to be affected by changes to

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Supplementing super more important than ever

4 May 2017

Publication: Self Managed Super Date: 03 May 2017 Supplementing super more important than ever The changes to super announced in last year’s federal budget are almost upon us. And while many Australians will not be significantly affected, SMSFs and individuals with larger super balances are likely to feel the negative effects from 1 July. Let’s look

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Estate planning options curtailed by super changes

11 April 2017

Publication: Switzer Daily Date: 11 April 2017 Estate planning options curtailed by super changes Advisers and investors are urged to look carefully at options outside of super. Following changes to superannuation legislated in 2016, the Treasurer has been vocal in his view that superannuation should be ‘fit for purpose’. He also acknowledged that ‘a prosperous Australia needs

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CPD: Tax Effective Investing outside of superannuation – look no further than investment bonds

29 March 2017

Publication: Advisor Voice Sydney, 29 March 2017 CPD: Tax Effective Investing outside of superannuation – look no further than investment bonds Advisers and investors urged to look carefully at options outside of super Following changes to superannuation legislated in 2016, the Treasurer has been vocal in his view that superannuation should be ‘fit for purpose’. He also

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The gift of education and the cost of funding it

10 March 2017

Publication: Cuffelinks Sydney, 9 March 2016 The gift of education and the cost of funding it Benjamin Franklin said that “an investment in knowledge pays the best interest”, but given the rates of interest on offer at the moment and the spiralling costs of education, saving enough to fund your kids’ or grandkids’ education can be a

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CPD: Estate planning made simple

22 February 2017

Publication: Adviser Voice Date: 22 February 2016 CPD: Estate planning made simple An investment bond gives you certainty and simplicity in estate planning. Clients spend a lifetime saving and building their wealth, however without an effective estate planning solution, families can face dire consequences on death. These consequences may include: • distribution to the wrong beneficiaries •

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Investment Bonds set to benefit from super reforms

24 January 2017

Publication: The Australian Financial Review Author: Sally Patten 23 January 2017 Investment bonds set to win from super reforms  Wealthy savers may be howling from the superannuation reforms set to be introduced in July. But financial advisers and accountants, whose services are in high demand as clients try to navigate the tougher regulatory regime, are not

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Bonds provide flexibility for younger savers

12 January 2017

Publication: Financial Observer Sydney, 12 January 2016 Bonds provide flexibility for younger savers Changes to superannuation tax concessions are driving an investment bond renaissance for advisers, who were also discovering the bonds could be used as flexible savings vehicles for generation X and millennial clients, according to Centuria Life. Speaking to financialobserver, Centuria Life general manager

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Super alternative overcomes access and investment limits

16 December 2016

Publication: Cuffelinks Sydney, 15 December 2016 Super alternative overcomes access and investment limits On 23 November 2016, the Government’s superannuation reforms announced in the 2016/2017 Budget finally passed the Parliament. The changes are designed to “improve the fairness, sustainability, flexibility and integrity of the superannuation system”, according to Treasury. The Government also intends to enshrine

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Utilising Investment Bonds to maximise your age pension entitlements post 1 January 2017

8 December 2016

Publication: Adviser Voice Sydney, 7 December 2016 CPD: Utilising Investment Bonds to maximise your age pension entitlements post 1 January 2017 Overview From 1 January 2017, there are changes to the assets test taper rates and thresholds; this means many couples and individuals could lose part or all of their age pension entitlements. Some of the existing

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